As Advisor Support Associate, Heather Graham is the latest member to join the Advisor Support team at Dynamic Advisor Solutions. Going on 8 months at Dynamic, Heather was attracted to the role when she read Dynamic was ranked the 2nd fastest growing fee-only RIA firm in the country in 2018 in Investment News.
Prior to Dynamic, Heather served as client services manager at a wealth management firm in North Scottsdale, Ariz. She earned a Master of Business Administration (MBA) degree and a Bachelor of Science in Finance and Economics degree, both from Grand Canyon University (Lopes Up!).
Here, she talks about serving Dynamic clients with a sense of purpose, her background in the horse show ring and what it’s like to share a name with a famous actress.
What’s your role at Dynamic and how do you help support our clients?
I work in Advisor Support and provide back-office support to our wealth manager clients. On any given day, I process distributions and contributions for client accounts, work on account maintenance items and general requests, generate reports and much more to keep our advisors and their clients satisfied with our service.
What attracted you to Dynamic and what compels you to work in a profession servicing wealth managers?
Dynamic was the 2nd fastest growing fee-only RIA firm in the country in 2018, which is what attracted me to apply for my current position. I thought I wanted to become a financial advisor myself, but after working for three advisors the past two years, I realized I loved the client interaction and service side of being in the financial industry.
It gives me a great sense of purpose knowing I have a part in maintaining relationships with advisors and clients through the excellent service we provide daily in Advisor Support.
Have you lived anywhere prior to the Valley of the Sun?
I moved to Scottsdale when I was 2 years old and haven’t lived anywhere else since!
Do people ever confuse you with the actress that shares your name?
Almost every week someone new will ask me if I know that I share a name with the actress Heather Graham. This usually happens at the grocery store but has even happened on the golf course!
What’s your favorite activity or hobby?
I started riding horses when I was 6 years old and began competing when I was 12 but going to college put a halt on riding. I still get out to ride every now and then but in the past couple of years, I have taken up powerlifting and cake decorating—totally opposite hobbies! I also enjoy hiking, playing golf and taking my Golden Retriever, Honey, to the park.
What’s your favorite book?
“If You Don’t Know Where You’re Going, You’ll Probably End Up Somewhere Else,” by David Campbell. I have read this book a couple of times and it is a good refresher when starting something new, like going to college or starting a new job.
What’s your favorite quote?
“Keep Calm and Carry On.”
How long is your commute to Dynamic?
About a six second walk from my morning coffee to my office!